Add client note
add_client_noteRecord a staff note on a client account to document support interactions or important details. Specify client ID and title, optionally add a body, sticky flag, or staff attribution.
Instructions
Record a staff note on a client account (e.g. summary of a support interaction). Wraps Clients.addNote. staff_id defaults to BLESTA_STAFF_ID.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | Short note title | |
| sticky | No | Pin the note at the top of the client's profile | |
| staff_id | No | Staff member to attribute the note to; defaults to BLESTA_STAFF_ID | |
| client_id | Yes | Numeric client ID | |
| description | No | Note body |